Commercial Program

Sunday, April 7, 2019

7:00 p.m. - 9:00 p.m.
Opening Networking Cocktail Reception
Sponsored By: Merritt Environmental Consulting Corp.

Monday, April 8, 2019

9:00 a.m. - 9:15 a.m.
Welcome/Introductions

Levy	E. Robert Levy, Esq. Conference Chairman; Executive Director, MBA-NJ

Kauffman

Charles H. Kauffman, Jr., CMB
President, C.H. Kauffman & Associates, Inc., Commercial Planning Committee

9:15 a.m. - 10:30 a.m.
Economic Outlook for 2019 & Beyond

Jodka

Speaker:
Aaron Jodka
Director of Research Boston, Regional Research Ambassador, Northeast, Colliers International

10:45 a.m. - 12:00 p.m.
State of the Commercial Real Estate Market
A review & analysis of the current state of the commercial real estate market.

Orrico

John G. Orrico (Invited)
President, National Realty & Development Corp.

12:00 p.m. - 1:30 p.m.
Lunch with Speaker
A great luncheon with a speaker presentation.

Spengler

Richard Spengler
Executive Vice President, Chief Lending Officer, Investors Bank

1:30 p.m. - 2:45 p.m.
Seizing The Opportunity: Opportunity Zones 101

Opportunity Zones are designed to spur economic development in low-income communities nationwide by providing tax benefits to investors. All of the underlying incentives relate to the tax treatment of capital gains, and all are tied to the longevity of an investor’s stake in a qualified Opportunity Fund, providing the most upside to those who hold their investment for 10 years or more.
This panel will help potential investors understand how the program works, identify neighborhoods that qualify and locate assets within the designated areas in need of investment.

Topics:

Opportunity Zone Regulations
Market Trends
Cities/neighborhoods to watch
Practical implementations
Challenges/risks
Forecast: potential changes to regulations

Moderator:

Procida

Billy Procida
President/CEO, Procida Funding & Advisors

Panelists:

Blumenfeld

Eric Blumenfeld
President, EB Realty Management Corp

Diaz	Bozena (Bonnie) M. Diaz, Esq. Counsel, CSG Attorneys at Law

Fitzpatrick

Michael F. Fitzpatrick
Partner, Baker Tilly; Executive Vice President and Principal, Baker Tilly Capital, LLC

Rinder

Henry Rinder
CPA, ABV, CFF, CFE, CGMA; Member of the Firm, Smolin Lupin

Sanders

Adam R. Sanders, Esq.
Member, Rosenberg & Estis, P.C.

Shemesh

Jesse Shemesh
Portfolio Manager, Point Acquisitions LLC

2:45 p.m. - 3:00 p.m.
Cost Segregation
Using this IRS recommended approach to fuel the Commercial Real Estate Engine

Malik

Rohit Malik
Owner, Business Anatomy

3:00 p.m. - 4:15 p.m.
EB-5 Panel
EB-5 & Citizenship by Investment or EB-5/A detailed discussion of the current EB-5 program and the future of the continued use of EB-5 financing for commercial real estate.

Hosted by:

Anthony Kazazis
Director, NYC Network Group

Moderator:

Shah	Mona Shah, Esq. Corporate Immigration Attorney (specializing in EB-5 and other global programs), Mona Shah & Associates, Global

Panelists:

Booth

Richard Booth
Vice President, High Risk Accounts and EB-5 Compliance Officer, Signature Bank

Goforth

Aaron Goforth
Principal, Baker Tilly Virchow Krause, LLP

La Mattina

Glenn A. La Mattina
Sr. Vice President of International Project Development, NRIA (National Realty Investment Advisors) www.nria.net

McKeon

Maria McKeon
Financial Advisor, Morgan Stanley Smith Barney LLC

Singh

Rebecca S. Singh, Esq.
Corporate Immigration Attorney (specializing in EB-5 and other global programs), Mona Shah & Associates, Global

Orenstein

Eric S. Orenstein, Esq.
Member, Rosenberg & Estis, P.C.

Turner

Clem G. Turner, Esq.
Member, Corporate & Securities Group; Head of Alternative Capital Practice, CSG Attorneys at Law

6:00 p.m. - 8:00 p.m.
Second Commercial Networking Cocktail Reception

Tuesday, April 9, 2019

7:30 a.m. - 9:00 a.m.
Continental Breakfast

9:00 a.m. - 10:00 a.m.
Are New Lenders Really Lenders?
Traditional players in real estate equity - owners and developers - have become active in providing debt capital in active competition with traditional institutional lenders. Is this a new normal? What's motivating theses participants?

Moderator

Longua

Lawrence J. Longua
Chairman of the Industry Outreach Committee of the newly formed Fordham Real Estate Institute at Lincoln, Baruch College, NYC

Panelist

Linnick

Shari D. Linnick
Vice President, Trepp LLC

10:00 a.m. - 11:45 a.m.
Traditional Lenders Panel
The lenders are back with money to lend. Hear their insights and perspectives on how transactions are getting structured today, current lending programs available and their forecasts for 2019. The bankers will be in the house on Tuesday morning, will you?

Moderator:

Shapiro

Ronald M. Shapiro
Assistant Professor of Professional Practice, Finance & Economic Departments, Rutgers Business School – Newark and New Brunswick, Rutgers the State University of New Jersey

Panelists: